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Summit Trail Advisors, LLC: WTRG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Trail Advisors, LLC on WTRG, newest first. How the timeline and the estimate are built.

Summit Trail Advisors, LLC held 20,040 WTRG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,040 shares
    Change vs previous 13F +1,243 shares

    0.01% of the 13F portfolio, value $767,732.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,797 shares
    Change vs previous 13F +6,495 shares

    0.01% of the 13F portfolio, value $756,955.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,302 shares
    Change vs previous 13F -3,230 shares

    0.01% of the 13F portfolio, value $471,905.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,532 shares
    Change vs previous 13F +9,310 shares

    0.01% of the 13F portfolio, value $619,727.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,222 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $231,085.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).